BOI Says Thailand to Ride New Investment Wave in AI, Chips, Data Centers

Industry
โดย Prachachat·TH·Read original
Summary · why it matters

The Board of Investment (BOI) expects Thailand to receive a new wave of investment within the next 3-5 years from the AI, semiconductor, smart vehicle, and smart electronics supply chains. BOI Secretary-General Narit Therdsteerasukdi stated at the Thailand Focus 2026 event that Thailand remains a key destination for foreign direct investment in Asia. He added that a national semiconductor strategy will be proposed in early September, along with efforts to develop human resources, build new supply chains, and enhance business convenience through the Thailand Fast Pass program. The BOI targets GDP growth of at least 3% per year by 2035 and aims to rank among the world's top 20 in competitiveness by 2030. Meanwhile, Infineon Technologies is building a new backend plant in Thailand that will be nearly twice the size of its largest hub, and Lumentum has expanded its workforce in Thailand from a few hundred people eight years ago to 9,000, with plans to reach 10,000 soon, making Thailand the company's largest production base globally.

Impact on stocks 2

Artificial Intelligence▲ · 1 stocks
Lumentum Holdings Inc
LITE
▲ PositiveDemandrelevance

Lumentum expanding workforce in Thailand to 10,000, making it largest production base, indicates strong demand for its products.

Electrification & Mobility▲ · 1 stocks
Infineon Technologies AG
IFX
▲ PositiveSupplyrelevance

Infineon building a new backend plant in Thailand nearly twice the size of its largest hub, expanding supply capacity.

Theme Impact 4

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